The Ultimate Trading Journal Setup Checklist

Before you log your first trade, make sure your journal is set up for both consistency and clarity. Use this checklist to get it right:

Format:

Excel, Google Sheets, Notion, or software (choose one)

Backups enabled (cloud sync or version control)

Core Fields

  • Date/Time
  • Asset/Instrument
  • Direction (Long/Short)
  • Entry & Exit Price
  • Position Size
  • Strategy/Setup Name
  • Risk per trade & R:R
  • Result (P/L, pips, %)

Optional but Powerful

  • Emotions/mindset during trade
  • Screenshots/chart links
  • Trade rationale
  • Post-trade reflections
  • Tags (e.g., ‘breakout’, ‘overtraded’, ‘Asia session’)

Weekly Review Tools

  • Summary dashboard
  • Review questions (top 3 trades, key lesson, missed setups)
  • Visual Asset Idea: Printable or Notion-based checklist template
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